Project Setup

What do we need?

An Account Go to 0011 - Create and Maintain Accounts

The list of projects to assign a number

Admin Status: Potential or Active

Who is responsible (PM)

Stage Class Type (Single Service or Multi Service)

Service, Typology, Use, Scope

Assign a Project Number

Based on the project being a potential or a won project we will assign different numbers.

If the project is potential, then the number is the date open (so 6 digits YYMMDD), if it happens that there are more than one new potential project in the same day, then add to the end of the date “.1, .2…”

Project Creation - Potential and Won

Project Folder (Google Drive)

Active

• Go to /Production and create a Project folder named:

• [Project.Number] - [Project.Name] - [Project.Code]

• Copy Folder URL

Potential

• Go to /Production/Potential and create a Project folder named:

• [Date*] - [Project.Name] - [Suburb]

• Copy Folder URL

• If more than one, then use ”.1” for example 211102.1

App.Arcanary: Create Project

Go to app.arcanary.com and click on + PRJ